Financial Planner Profile

Sam Hodder

Senior Financial Adviser | Financial Strategist

Sam is a Senior Financial Adviser at UGC with over 20 years experience in the financial services industry, including 13 years in private wealth management operating his own practice.

Sam Hodder is a Senior Financial Adviser at UGC. He has extensive knowledge and experience in private wealth management. He began his career in the financial services industry in 1996 with National Australia Bank in foreign exchange and has been a financial adviser since 2006, operating his own practice.
He provides quality financial advice for every part of a person’s life. He works with clients to create and protect wealth to fund their lifestyle goals and enjoys being the financial person that many people turn to for advice.
Outside of Sam’s passion for finance and investment he lives a very active lifestyle with Michelle and their two boys, surfing, sailing, stand up paddleboarding, walking and skiing in the colder months.

What to Expect When We First Meet

The 3 major benefits I promise my advice will deliver are:

1. Making my clients financially better off
2. Providing complete peace of mind
3. Delivering life-changing outcomes

What will take place during the appointment?

The appointment will last approximately two hours, and will cover the following:
 An introduction to our service
 A discussion of your lifestyle and financial goals and how we can work together to achieve these goals
 A review of your personal and financial situation
 Agreement as to the next steps to be taken

What to bring to the meeting:

In preparation for your Initial meeting I have included the following items in preparation for your meeting:

 Your latest tax return
 Bank statements
 Investment statements (including share statements)
 Superannuation statements
 Details of insurance policies
 Details of Wills & Power of Attorneys’
 A Budget (attached below)– This provides insight into your disposable income and is an important part of the Financial Planning Process

Describe your role and how you fit into the team

My role is to work closely with current and new clients and assess their future financial and life goals and objectives. This involves an analysis of their current situation including gathering information to assist us to determine the best strategies and road map moving forward. A very important part of my role is to review our clients’ road map on a regular basis to make sure they stay on track taking into consideration their changing needs, circumstances and the economic environment around us.
An important part of the financial planning process when appropriate is to create a safety net for the client in the form of personal insurance to protect their lifestyle, assets and objectives.
As far as where I fit in the team, there is no “I” in the team and acknowledge that I am only one part of a team of people with a broad range of skills and experience. At the end of the day, we all work together to assist our clients professionally and efficiently.

“Sam provides quality financial advice for every part of a person’s life and works with clients to create and protect wealth. He enjoys being the person that many people turn to for advice. ”

Documents:

Financial Planning Services:

Personal Superannuation advice
Self Managed Super Funds
Wealth Management & Non-Super Investment advice
Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
Taking a redundancy
Inheritance
Family matters

Gearing advice through Margin Lending strategies
Debt Management
Estate Planning
Cash Flow Management
Pre Retirement and Retirement Planning
Centrelink Benefit Strategies
Estate planning
Relationship breakdown